Cover Image for Fireside Chat & Networking I Discussing Global opportunities in India: Offshoring/ Outsourcing/ Fractional CFO/Advisory
Cover Image for Fireside Chat & Networking I Discussing Global opportunities in India: Offshoring/ Outsourcing/ Fractional CFO/Advisory
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Fireside Chat & Networking I Discussing Global opportunities in India: Offshoring/ Outsourcing/ Fractional CFO/Advisory

Hosted by The Finance Story
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Mumbai, Maharashtra
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About Event

If you are ready to take BOLDER BETS - JOIN US - 1st August, Mumbai BKC

We have two insightful Fireside Chats lined up:

1. Tapping into Outsourcing Opportunities + Freelance Fractionals CFO for US and Canadian clients

  • Outsourcing Models: Practical Insights and Case Studies

  • Understanding the UK, US, and Australia opportunities 

  • The role of global talent in shaping the future of companies

  • Scaling and growth opportunities and challenges

  • Opportunities for Fractional CFOs and other CFO-related services 

  • AI and emerging technologies

2. Innovation, Growth for CA and Advisory Firms. Will VCs and PEs be interested in investing?

  • How do you create value if you are a Chartered Accountancy firm, Virtual CFO or a fractional CFO?

  • What do clients want today?

  • Volume game to the premium game. How to go up the value chain like high-end technical accounting/advisory - merger, purchase price, goodwill allocation, valuation

  • GIFT City and India opportunities

  • Private equity VCs and family offices interest in the consulting Outsourcing CA Firm space 

Q&A and fireside chat speakers:

CA Kavita Chakraborty, the founder of KonnectBooks an outsourcing firm based in Pune.

Kavita started as a freelancer for SMEs and CPA firms in the USA and today she leads a team of 200+ professionals.

She is super excited to share about her journey, how this space is shaping up.

Uday Ranpara, MD of Unison Globus and Initor Global focused on accounting, audit, and tax for the UK, Australian and US markets.

Uday’s journey began with Johnson & Johnson.

He then joined Zinzuwadia & Co a CA Firm as a Partner.

In 2013, he ventured into outsourcing. Today they are a team of around 500+ professionals.

Gyanesh Changlani, Fractional CFO for North American businesses

He started his career in Dubai and realised that there was no long-term future in the UAE.

In 2018 he packed his bags and relocated to Mumbai, India.

It wasn’t a great experience either. Many Indian employers did not value his UAE work.

Gynanesh simultaneously registered on Toptal.

Fast forward to 2024, there has been no turning back and he tells us how you can earn 3 to 10x your salary as a Fractional CFO.  

His focus is US and Canadian companies

Girish Vanvari, Founder of Transaction Square, a Tax, Regulatory, and Business Advisory firm, started in 2018.

Girish quit his role as the National Head of Tax at KPMG in 2018 at the age of 46 to dive into the India opportunity.

Fast forward, they are a team of over 350+ professionals across 30+ cities and have advised on deals worth more than $20 billion.

Transaction Square is also Building a GCC (Global Capability Centers) in India to serve the global market for research, diligence, or transfer pricing.

Girish is excited to unravel the opportunities he observes in his space - especially M&A, Family offices, GCC, GIFT CITY

Venkat S, Co-founder of Practus, formerly known as MYCFO

Practus has a team of 225+ professionals spread across the US, India, and the Middle East.

They offer CFO services (the largest player in this segment), performance improvement, and tailored consulting.

Venkat travels every month to the US - spends one week in the US and three weeks in India.

Practus has an office in Atlanta.

Practus partners with both management consulting firms and CPA firms.

Venkat is excited to share his experiences and journey growing Practus and what opportunities he has observed.

Vaibhav Manek, Co-founder and Partner at KNAV

KNAV is a full-service global accounting and consulting firm with a presence in 6 countries: United States, Canada, United Kingdom, Netherlands, Singapore, and of course India!

KNAV is listed by Accounting Today as the Top 100 Accounting firms in the US with a 20%+ growth rate! Quite incredible.

25 years ago they realized that the Indo-US corridor would explode, not just because of tech firms, even non-tech businesses.

Vaibhav is excited to talk about opportunities and how to tap into them.

Vishnu Patwari, Founding Executive Managing Director of BDO RISE

BDO RISE stands for round-the-clock international services for excellence and is known for providing exceptional client service to BDO USA.

Vishnu has been instrumental in turning BDO RISE into what it is today.

He established RISE as BDO USA’s Center of Excellence and Scaled BDO RISE from zero to 2500+ employees in just 3 years.

Before leading RISE in India, he made waves as an audit partner in BDO’s San Francisco Office.

Who should attend?

CA Firms

Mid to Senior Accounting professionals 

Mid to Senior Tax professionals

Legal advisors

Consultants 

Auditors 

Mid to Senior Finance Professionals 

Please note this is a paid event: INR 1550/-

Location: BKC, Mumbai

About: The Finance Story is a news and career insight platform dedicated to Finance Professionals and the Financial Services sector.

​You can find out more about us at: www.thefinancestory.com

​Contact: chantelle@thefinancestory.com

​Thank You and looking forward to meeting you.

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Mumbai, Maharashtra
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